How the Standard Deduction Can Save Up to $46,700 in Taxes and OBBBA in Retirement

Veteran & Women Owned

Serving Locally Cary • Apex • Raleigh • Durham • Research Triangle Park

Serving Virtually in Several States Too

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“Where Wealth Meets Spiritual Wisdom, and Money Serves the Soul”.

CONTACT INFORMATION:

EMAIL - Ashley@AwakenFinancialDesigns.com

PHONE NUMBER - (480) 262-9868

Location - In person in Cary, North Carolina and the Research Triangle Park area. Serving virtually nationwide too.

Disclosures, Compliance, and Legal for Awaken Financial Designs:

Nothing on this website constitutes individualized investment, legal, or tax advice. Any information provided is for general educational and informational purposes only and is not intended as a recommendation that any particular security, investment strategy, or planning approach is suitable for any individual.

Investment advisory services are provided only pursuant to a written client agreement, following delivery of required disclosures, and only to clients or prospective clients residing in jurisdictions where Awaken Financial Designs and its representatives are properly registered, licensed, or exempt from registration. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

When providing investment advisory services, Awaken Financial Designs acts as a fiduciary where and when properly licensed. When offering insurance products, services are provided in the capacity of a licensed insurance agent, not as an investment adviser

Insurance Products & Compensation Disclosure

Awaken Financial Designs and its principal, David Lundberg, are licensed insurance agents and may offer life insurance and fixed annuity products. When acting in the capacity of an insurance agent, compensation is received in the form of commissions paid by the issuing insurance company. This creates a financial incentive to recommend insurance products.

Clients are not required to purchase insurance products through Awaken Financial Designs or its representatives and are free to obtain insurance through any provider of their choosing. Insurance services are separate and distinct from investment advisory services.

Clients are under no obligation to purchase insurance products in order to receive financial planning or advisory services.

Fixed Insurance & Annuity Disclosure

Any discussion of life insurance or fixed annuity products refers solely to insurance products, not securities or investment advisory products. Guarantees associated with such products are backed solely by the claims-paying ability of the issuing insurance company. Insurance products are not FDIC-insured, not bank guaranteed, and not insured by any government agency.

Fixed annuity products may include surrender charges, liquidity limitations, caps, participation rates, or other contractual features that vary by product and insurer. Product terms, costs, and limitations will be fully disclosed prior to any purchase. Any recommendation of an insurance or annuity product is made based on suitability standards and the client’s stated financial objectives, risk tolerance, time horizon, and overall financial circumstances

Jurisdiction & Licensing

Awaken Financial Designs offers services only in jurisdictions where it is properly licensed or exempt from licensure. Insurance and advisory registrations vary by state.

Educational Content & Events

Workshops, webinars, classes, blog posts, social media content, and video materials are provided for educational purposes only and do not constitute individualized financial, investment, tax, or legal advice. Participation in any educational event does not establish an advisory or insurance relationship.

Results, Experiences & Testimonials

Any examples, experiences, or outcomes referenced are unique to the individuals involved and are not representative of all clients. No guarantee is made that any client will achieve similar results. Statements regarding retirement timelines or outcomes are illustrative only and should not be interpreted as promises or projections.

Holistic & Mindfulness Practices

References to mindfulness, meditation, breathwork, or holistic wellness practices are offered as optional lifestyle considerations intended to support clarity, well-being, and thoughtful decision-making. These practices are not investment advice, not medical advice, and are not required to engage in financial planning or insurance services.

Privacy & Confidentiality

Awaken Financial Designs maintains physical, electronic, and procedural safeguards designed to protect client information in accordance with applicable privacy and data protection regulations.

Registration Status as of 12/20/2025

Awaken Financial Designs is an independent firm based in Cary, North Carolina. The firm has filed for independent registration as a state registered investment adviser (RIA) with the North Carolina Securities Division. Investment advisory services will not be provided until such registration is officially approved. Until approval is granted, all references to investment strategies or portfolio management are general and educational in nature.

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